TFI International (NYSE:TFII) Trading Down 4.3% – Time to Sell?

TFI International Inc. (NYSE:TFII) shares fell 4.3% during trading on Wednesday . The stock traded as low as $127.98 and last traded at $127.5790. 18,458 shares traded hands during trading, a decline of 95% from the average session volume of 367,348 shares. The stock had previously closed at $133.29.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on TFII shares. TD Cowen boosted their price objective on shares of TFI International from $154.00 to $158.00 and gave the stock a “buy” rating in a research report on Tuesday, July 28th. Susquehanna increased their price objective on TFI International from $182.00 to $185.00 and gave the company a “positive” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada boosted their target price on TFI International from $158.00 to $171.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 28th. National Bank Financial upped their price target on TFI International from $160.00 to $161.00 and gave the company an “outperform” rating in a research note on Tuesday, July 28th. Finally, Stephens raised their target price on shares of TFI International from $195.00 to $205.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $175.76.

TFI International Stock Performance

The stock has a market cap of $10.43 billion, a price-to-earnings ratio of 31.12, a PEG ratio of 0.82 and a beta of 1.62. The stock’s fifty day moving average is $141.05 and its 200-day moving average is $135.48. The company has a quick ratio of 1.08, a current ratio of 1.09 and a debt-to-equity ratio of 0.83.

TFI International (NYSE:TFII) last posted its earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.26. The company had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.23 billion. TFI International had a net margin of 4.14% and a return on equity of 14.87%. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, analysts forecast that TFI International Inc. will post 6.06 EPS for the current year.

TFI International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Wednesday, September 30th. TFI International’s dividend payout ratio (DPR) is presently 46.19%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TFII. Caisse de depot et placement du Quebec acquired a new position in shares of TFI International in the 2nd quarter valued at approximately $910,995,000. Jupiter Topco LLC acquired a new stake in TFI International during the 2nd quarter worth approximately $515,259,000. The Manufacturers Life Insurance Company bought a new position in TFI International in the second quarter valued at approximately $189,264,000. Connor Clark & Lunn Investment Management Ltd. acquired a new position in shares of TFI International in the second quarter valued at approximately $136,656,000. Finally, Canada Pension Plan Investment Board acquired a new position in shares of TFI International in the second quarter valued at approximately $61,329,000. 73.30% of the stock is owned by institutional investors and hedge funds.

TFI International Company Profile

TFI International Inc is a North American transportation and logistics company headquartered in Saint-Laurent, Quebec. The company provides freight transportation, package and courier delivery, and logistics services through a network of operating businesses serving customers across Canada, the United States and Mexico.

Its operations include less-than-truckload and truckload transportation, final-mile delivery, specialized services, and supply chain management. TFI International also offers brokerage, warehousing and other logistics solutions designed to support the movement and distribution of commercial and industrial goods.

The company traces its history to 1957 and was formerly known as TransForce Inc In 2021, it acquired UPS Freight, which was subsequently rebranded as TForce Freight and expanded TFI International’s presence in the U.S.